Add a constituent segment

1. From Marketing and Communications, select Segments. The Segments page appears.

2. Under Tasks, select Add a constituent segment. The Add constituent segment screen appears.

3. In the Name and Description fields, enter a name and description to identify the segment in efforts and analyses.

4. In the Site field, select the site to associate with the segment. Only users associated with the selected site can access the segment.

5. In the Category field, select a category to group related records for comparison and reporting. For example, “0-3 Month Subscribers.”

6. If your organization configures source code parts and layouts, a code field appears. To help track the effectiveness of the segment, select the code to identify the segment. The values available are those defined on the Source Code Parts tab of the Source Codes page. If you select the same code as another segment, you receive a warning that you will create duplicate segments. You can select Ignore to create the segment anyway.

7. In the Selections grid, select a constituent selection or add one to specify the constituents to include in the segment. You can include multiple selections. The order of the selections is not important. Only records that meet the criteria for each selection are included in the segment. If you select the exact same selections as another segment, you receive a warning that you will create duplicate segments. You can select Ignore to create the segment anyway. For more information about segment selections, see Segment Selections.

8. To assign the segment to a group, select the Groups tab. When a segment is part of a group, you can add it and all the other segments in the group to an effort at one time. For more information about how to create segment groups, see Segment Groups.

9. Select Save. You return to the Segments page.